Financial Tools

Should I refinance my mortgage? Which is better, buying or leasing? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process. Contact us if you have specific questions.

Financial Calculators

Find out how much interest you can save by increasing your monthly auto loan payment.
Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.
Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Should you lease your next automobile or finance it? Find out with this calculator!
Low, promotional interest rates can save you a great deal of money when you finance your car or truck. Use this calculator to help find the best monthly payment and how much interest you could save.
Find out how many and what price you must sell your product at to make a profit.
This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Should you lease your equipment or finance it? Find out with this calculator!
This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
This calculator is designed to calculate and the recognized loss, gain and the basis for a Like Kind Exchange.
Use this calculator to see just how expensive paying interest on your debt can be.
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
This calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees.
Find out how much life insurance you really need!
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Use this calculator to project how much a series of annual stock option grants could be worth to you.
This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Use this calculator to see how long your investment savings can last once you begin taking distributions.
Use this calculator to determine the annual rate of return of known lump sum starting and ending amount.
Use this calculator to determine the present value of a future lump sum.
Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
This calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
Use this calculator to determine your payment or loan amount for different payment frequencies.
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
What will my monthly payments be for an interest only equity line of credit?
This calculator helps determine your loan or credit line payment.
Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Use this calculator to determine your monthly payment and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Should you buy points? Use this calculator to find out.
Should you refinance your mortgage? Use this calculator to determine when you will break even.
Use this calculator see how a minimum payment on an Option ARM Mortgage can save you money on your monthly mortgage payment.
Use this calculator to see how much interest you can save by refinancing your mortgage!
This works just like a pocket financial calculator. In addition to arithmetic it can also calculate present value, future value, payments or number or periods.
Balance your checkbook with this quick and easy calculator.
How is your credit? Use this calculator for a quick assessment!
Analyze your budget, see where your money goes and find out where you can improve!
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
Use this calculator to how a 401(k) with profit sharing plan can help you save for retirement..
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
Use this calculator to determine how losing this important retirement asset could affect you.
Use this calculator to help decide between joint survivorship and single survivorship pension options.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Quickly determine if your retirement plan is on track - and learn how to keep it there.
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Use this calculator to determine which 401(k) contribution type might be right for you.
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to determine which IRA may be right for you.
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).
Use this calculator to help develop or fine tune your education savings plan.
Find out when your savings plan may make you a millionaire!
What will it take to reach your savings goal? This financial calculator helps you find out.
Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Use this calculator to help you determine the impact of changing your payroll deductions.
If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for tax year 2016.